Purchases and Sales Made in Q2 2024 in Nisource Inc. (NI)
This table provides information about the institutional ownership of Nisource Inc. (NI) during Q2 2024. The information is specifically focused on institutions that hold shares of NISOURCE INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
43New |
$1.14K - $1.26K
|
43
$1.69K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
39+ 19.21% |
$1.04K - $1.14K
|
242
$9.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 11.5% |
$956 - $1.05K
|
349
$13.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
35+ 2.12% |
$930 - $1.02K
|
1.68K
$66.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
25+ 0.33% |
$664 - $731
|
7.49K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 44.0% |
$584 - $643
|
72
$2.83K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 9.94% |
$478 - $526
|
199
$7.83K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 11.19% |
$398 - $438
|
149
$5.86K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
15New |
$398 - $438
|
15
$590
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.13% |
$319 - $351
|
9.56K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 183.33% |
$292 - $322
|
17
$669
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.86% |
$292 - $322
|
1.29K
$50.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 0.73% |
$266 - $292
|
1.39K
$54.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 25.0% |
$212 - $234
|
40
$1.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 17.78% |
$212 - $234
|
53
$2.09K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.23% |
$186 - $205
|
3.02K
$119K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 28.57% |
$159 - $175
|
27
$1.06K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.04% |
$159 - $175
|
14.1K
$556K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 11.9% |
$133 - $146
|
47
$1.85K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.93% |
$106 - $117
|
434
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.76% |
$79.7 - $87.7
|
399
$15.7K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 17.65% |
$79.7 - $87.7
|
20
$787
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 6.25% |
$53.1 - $58.5
|
34
$1.34K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.28% |
$26.6 - $29.2
|
79
$3.11K
|
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.9% |
$26.6 - $29.2
|
112
$4.41K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$26.6 - $29.2
|
7
$275
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.0% |
$26.6 - $29.2
|
101
$3.97K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.03% |
$26.6 - $29.2
|
3.98K
$157K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.0% |
$79.7 - $87.7
|
296
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 0.79% |
$159 - $175
|
750
$29.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 4.65% |
$266 - $292
|
205
$8.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12- 9.23% |
$319 - $351
|
118
$4.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 86.36% |
$505 - $555
|
3
$118
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32- 28.07% |
$850 - $935
|
82
$3.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-33- 1.15% |
$876 - $965
|
2.84K
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36- 56.25% |
$956 - $1.05K
|
28
$1.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-57- 0.49% |
$1.51K - $1.67K
|
11.6K
$456K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-57- 20.96% |
$1.51K - $1.67K
|
215
$8.46K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-60- 0.31% |
$1.59K - $1.75K
|
19.6K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-70Closed |
$1.86K - $2.05K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-73- 1.07% |
$1.94K - $2.13K
|
6.76K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-80- 0.8% |
$2.12K - $2.34K
|
9.87K
$388K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-85- 0.21% |
$2.26K - $2.48K
|
40.8K
$1.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-87- 9.76% |
$2.31K - $2.54K
|
804
$31.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-95- 0.04% |
$2.52K - $2.78K
|
239K
$9.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-97- 0.08% |
$2.58K - $2.84K
|
123K
$4.84M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-106- 1.42% |
$2.82K - $3.1K
|
7.34K
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-113- 1.93% |
$3K - $3.3K
|
5.74K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-122- 6.1% |
$3.24K - $3.57K
|
1.88K
$73.9K
|